ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,826,734 | +9.2% | 166,896 | +12.5% | 1.58% | +5.8% |
| Q2 2023 | $14,487,141 | +69.9% | 148,373 | +54.1% | 1.49% | +62.8% |
| Q1 2023 | $8,524,774 | +18.7% | 96,305 | +9.3% | 0.92% | +17.6% |
| Q4 2022 | $7,182,480 | +24.5% | 88,107 | +22.4% | 0.78% | +15.4% |
| Q3 2022 | $5,770,000 | +23.2% | 71,964 | +28.7% | 0.68% | +32.1% |
| Q2 2022 | $4,682,000 | +47.7% | 55,933 | +86.4% | 0.51% | +69.2% |
| Q1 2022 | $3,170,000 | +34.2% | 30,003 | +46.9% | 0.30% | +41.1% |
| Q4 2021 | $2,362,000 | +3.5% | 20,427 | -8.3% | 0.21% | -3.6% |
| Q3 2021 | $2,283,000 | – | 22,288 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HILLTOP WEALTH ADVISORS, LLC | 242,857 | $23,030,163 | 17.82% |
| Tanglewood Legacy Advisors, LLC | 292,457 | $27,733,735 | 16.63% |
| Madison Wealth Partners, Inc | 327,310 | $31,038,780 | 15.70% |
| Tennessee Valley Asset Management Partners | 377,253 | $35,774,844 | 11.76% |
| Veracity Capital LLC | 260,986 | $24,749,311 | 11.48% |
| Legacy Financial Group LLC | 485,559 | $46,045,533,000 | 10.83% |
| Cardinal Strategic Wealth Guidance | 229,317 | $21,746,144 | 10.08% |
| DOLIVER ADVISORS, LP | 335,858 | $31,849,414 | 9.59% |
| DDFG, Inc | 271,196 | $25,717,517 | 9.48% |
| ZRC WEALTH MANAGEMENT, LLC | 106,362 | $10,086,272 | 8.71% |